Experience

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  Ardenton Capital

  • Vancouver, British Columbia, Canada

  • Controller

    • Dec 2023 - Present
    • Vancouver, British Columbia, Canada

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  Aquilini Investment Group

  • Vancouver, British Columbia, Canada

  • Director of Executive Finance

    • Jun 2022 - Dec 2023
    • Vancouver, British Columbia, Canada

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  Knight Piesold

  • Vancouver, British Columbia, Canada

  • Accounting Manager

    • Mar 2020 - Jun 2022
    • Vancouver, British Columbia, Canada

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  Acton Ostry Architects Inc

  • Controller

    • Jul 2017 - Mar 2020

    ► Strategic Leadership: Initially recruited as a financial accountant before being promoted to controller by the owners of the firm with a wide-ranging remit surpassing transactional accounting duties and into strategic initiatives such as strategic planning, software implementation, HR, and succession planning. ► Consultative Guidance: Deliver value-added advice and guidance to the owners of the firm in relation to financial position. Establish and manage the company’s overall financial plan, analysis, budgeting and actuals reporting, while ensuring alignment to the company’s strategic and operational goals.► Succession Planning: Developed a succession plan and 10-year budget with a highly detailed map of the first 24-months. Worked with a corporate lawyer and external accountant to refine details and create a presentation expressed in layman’s terms for non-accountants.► Process Improvement: Accrued a strong track record of success in identifying and implementing various process improvements, including tools and policies, that refined financial processes and project costing, enhanced operational efficiency, improved productivity, and reduced costs.► Software Implementation: Instrumental in facilitating the selection, planning, implementation, and testing of a brand-new software system (Ajera) for the firm in collaboration with an external consultant. Directly involved in assessing vendors and potential software options.► HR: Identified an immediate need to completely revamp staff employment agreements and handbook to mitigate risk to the company. Collaborated with an external consultant on the drafting of new agreements and secured employee buy-in to roll-out new contracts.► Accounting: Tasked with producing timely financial statements in addition to managing the company’s JV project accounting, payroll, expenses, taxation, budgeting and receiving. Develop and present company accounting activities explaining monthly, quarterly and yearly results.

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  BDO Canada

  • Vancouver

  • Staff Accountant

    • Feb 2014 - Aug 2016
    • Vancouver

    ► Assurance & Advisory: Provided assurance, accounting, tax and advisory services to a diverse client base as a member of the Private Enterprise Group. Trained and mentored junior and intermediates on accounting policies, financial statements, accounting software, and CPA program.► Full-Cycle Accounting: Prepared notice to readers, reviews and audits for privately held and public sector clients and performed accounting for clients (personal and corporate) with marketable securities. Prepared working papers, journal entries and variance analysis for clients’ year-end.

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  BDO Canada

  • Whistler

  • T1 Preparer

    • Apr 2013 - Jun 2013
    • Whistler

    ► Working with the Whistler Office of BDO Canada with responsibility for the preparation of Non-Resident 216 and 115 returns as well as GST/HST returns. ► Key duties in this role included the preparation of returns in Taxprep as well as liaison with property managers, clients, banks and other institutions in order to identify and obtain comprehensive client tax information.

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  CBC UK LTD

  • London, United Kingdom

  • Account Handler

    • Jan 2011 - Jun 2012
    • London, United Kingdom

    ► High Net Worth account handler for a key international Lloyd's of London insurance broker. Directly and discreetly engaging Lloyd's of London on behalf of high net worth clients to create, deliver and maintain specialist insurance policies.Key responsibilities included: ► Preparation of all financial and insurance related broker documentation for submission to Lloyd’s of London.► Liaison with Lloyd’s of London underwriters to ensure the development and communication of comprehensive key account information.► Development and management of specific accounting projects on behalf of the Assistant Director.► Responding to new business requests from private and commercial clients and identifying prospective business opportunities.

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  GNK Insurance Services

  • Vancouver, Canada Area

  • Personal Lines Representative

    • Jan 2009 - Jun 2010
    • Vancouver, Canada Area

    ► General insurance broker providing personal and professional insurance coverage to an extensive client base.

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  Alexander Park Insurance

  • Vancouver, Canada Area

  • Personal Lines Representative

    • 2004 - Dec 2008
    • Vancouver, Canada Area

    ► General insurance broker offering commercial, residential, marine and construction insurance.